Instruction Manual for BicDroid QDocument (Mac OS X 10.9 or higher)

Transcription

1 Instruction Manual for BicDroid QDocument (Mac OS X 10.9 or higher) (Basic, Premium, and Professional Editions) Version 1.1 BicDroid.com

2 TABLE OF CONTENTS Installation... 1 Registration. 2 Verification Code 5 Using BicDroid QDocument (QDoc). 6 Section 1: Adjusting QDocument Account Settings 6 Section 2: Encryption Section 3: Decryption 13 Section 4: Secure Sharing. 14 Section 5: Secured Inbound Folders 19 Section 6: Viewing Your List of Authorized Users 20 Section 7: QNote Section 8: General. 22

3 INSTALLATION 1. Download the installer image, which requires MAC OS X Mavericks (10.9) or higher, from html 2. After downloading and double clicking the installer image, an Installation page will be shown. Refer to Figure 1. Double click the QDocument-Installer icon to start the installation process. Figure 1 3. A window will pop up to ask for admin credential (your username and password). After typing in, QDocument will be installed and automatically launched. Refer to Figure 2. Figure 2 1

4 1. Once the installation is complete, a login window will appear (see Figure 3). If you are a new user and do not have a BicDroid account, click on the Sign up buttons to begin the user registration process. Otherwise, sign in with your account address/phone number and password. REGISTRATION 2. Once the button Sign up with your address is clicked, a new window (Figure 4) will appear. Type in your address as your user name. Refer to Figure 4. Figure 3 Figure 4 If the button Sign up with your mobile number is clicked, a new window (Figure 5) will appear. Under the Select your country drop down box, select your country. Type in your mobile number in the appropriately labeled box. Refer to Figure 5. Figure 5 2

5 3. Once you ve put in your address or mobile number, you can now set up your password for your BicDroid account. 4. After you have typed in your address/phone number and password, click the Register button at the bottom of the window. 5. A confirmation window will pop up, stating that a confirmation /text message with a four digit confirmation code has been sent to you. Refer to Figure 6. Figure 6 6. Check your /text message to get your confirmation code (refer to Figure 7), and enter it to the text box in Figure Once the registration has been completed, proceed to the login window and sign in with your credentials. Figure 7 8. After logging in for the first time, a window will ask for you to create your verification code. The requirements of the code are listed on the window. Refer to Figure 8. It is recommended that your password and verification code be different since they serve different purposes. Your password acts as a standard web application password while your verification code is used to guard local encryption and decryption. Figure 8 3

6 9. A window for uploading your selfie will appear (Figure 9). Click the Take now button to take a selfie and then click the Save button at the bottom right of the window. 10. A QDocument icon will show up in the right top corner of your screen. You may click on the icon to view the full menu. Refer to Figure 10. Figure Note: If your computer is shared with multiple users, each of the other users can create his/her own BicDroid account once QDoc is installed on your shared computer. After logging into the shared computer, that user clicks the QDoc icon on the desktop. Then the login window (Figure 3) will appear. Follow the above procedure to complete his/her own BicDroid account registration. Figure 10 4

7 1. After the initial registration, you will be asked to type in your verification code every time when QDocument exits and you want to re-run QDocument. Refer to Figure 11. VERIFICATION CODE 2. In the window that prompts you to enter your verification code, there is another box at the bottom for when you forget your verification code. Refer to Figure 11. a) This box is for when you forget your verification code. Provided that your selfie is taken (see how to take your selfie in pages 4 and 7), if you forget your verification code, click the Recover button. This will take you through QDocument s verification code recovery process. Figure 11 5

8 Section 1: Adjusting QDocument Account Settings USING QDOC Section 1.1: User Info 1. The first item in the QDoc dropdown menu is User Info, where you can add aliases. An alias is another name (e.g., your other address) you can use to access this account. By adding aliases, you can link your different accounts to your BicDroid account. QDoc can now be accessed using any name in Aliases. Refer to Figure 12. Figure To add an alias, click on the Add alias button. 3. A new window will show up, asking for your alias type and your alias. See Figures 13.1 and Select the address or Mobile phone number option, and then enter your alias. Click the Next button to continue. 5. After clicking Next, a new window will pop up, telling you that a four digit combination has been sent to your /texts and prompting you for the combination. See Figure 13.3 for example. Figure 13.1 Figure 13.2 Figure 13.2 Figure

9 6. Once you have submitted the confirmation code, click Confirm. The alias account has been successfully added and should show up in the Aliases box on the User Info window. Refer to Figure If you want to change your verification code, click on the Change Verification Code button at the bottom of the User Info window. Refer to Figure 14. Figure Once clicked, QDocument will ask for you to input your current verification code and then your new verification code. Refer to Figure Once you have clicked OK, an will be sent to you, saying that your verification code has been successfully changed. Refer to Figure The Take a selfie button allows you to take a selfie, which has to be taken before you forget your verification code. Figure 15 Figure 11 Figure 16 7

10 Section 1.2: Secured Folders 1. The Secured Folders menu item allows you to secure selected folders by encrypting all files inside therein and enforcing access control for the encrypted files. To secure a folder, click on the Add button. A list of your folders will show up. Select the folder you wish to secure and click Open. Refer to Figure After clicking Open, a window called Permission Control Panel will appear (Figure 18). To give other users your permission to view encrypted files in your selected folder, add their IDs to the list of Authorized Users. a) Select either an address or a mobile phone number, type in the address or mobile phone number of the user in the respective box, and click the Add button to add the user to your list of Authorized Users (for this folder). b) In the bottom left of the Permission Control Panel, there is the Existing Contacts in QSS System feature. It keeps track of any users you have ever added to any of your Authorized Users list. Click on a user from the contact list and it will show up in the Authorized Users list on the right hand side. Refer to Figure 19. c) If you want to remove a user from your Authorized User list, highlight their name and click the Remove Highlighted Item button, which is found directly Figure 21 Figure 17 Figure 18 Figure 19 Figure 15 Figure 20 8

11 underneath the Authorized Users. Refer to Figure 20. d) Once you have added the users you wish to be able to view your encrypted files, click Next, and the folder will show up in your Secured Folders tab. Refer to Figure 21. Click Apply afterwards. e) By highlighting/clicking a folder in your list of secured folders, you can see the list of authorized users for that folder. Refer to Figure 21. Figure If you want to remove a folder from your list of secured folders, click Remove and then Apply. That folder will be unguarded, and all encrypted files therein will be automatically decrypted. 4. If you want to modify the list of authorized users for a folder, click on the Modify button; it will open a Permission Control Panel window (Figure 18). After you ve made your modifications, click Apply. 5. Once you secure a folder, you can move a plaintext file into it, which will automatically be encrypted. Refer to Figure The Secured Folders menu item also has the option to allow different authorized users access to subfolders. A subfolder is a folder found in another folder ( umbrella folder). Figure 22 9

12 7. To add a subfolder to your list of Secured Folders, refer to Steps 1 and 2 of this section. Once the Permission Control Panel window opens up, you can add any authorized users you wish. Your subfolder can have different authorized users than your umbrella folder. Refer to Figure 23.1 and If you want to decrypt a file(s) that is under a secured folder, you need to first move the file(s) out of the secured folder. Once it s been moved, it s still encrypted but now you individually decrypt it. Refer to Using QDoc: Section 3 Decryption on how to decrypt files that aren t in a secured folder. Figure 23.1 Section 1.3: Default Programs (This section can be skipped for new users) 1. The Default Programs menu item allows you to open decrypted files from QDoc. QDoc will take the extension of any opened encrypted files and open it with a default program. If you want to open any decrypted file, QDoc will recognize its extension and open it with the default program associated with that extension. However, if QDoc does not recognize the extension of the document, it will prompt you to add a default program with which to open any documents containing that extension. Figure

13 2. You can also change the program used to open a file by QDoc when there is no default program assigned to that extension name in the operating system. Highlight the extension that you want to attach a new program and then click Change Default Setting at the bottom. Refer to Figure A new window will open with all your programs. Find the program you want to open the extension with, click it and then click OK. Refer to Figure 25. QDoc will now open your documents with that extension with that program. Figure 24 Figure 25 11

14 Section 2: Encryption 1. QDoc offers two ways of encryption: folder(s) or individual file(s). For instructions on how to encrypt a folder(s), refer back to Using QDoc: Section 1.2 Secured Folders. For instructions on how to encrypt individual file(s), continue reading. 2. In your documents, select the file(s) that you want to encrypt. 3. After selecting the file(s), right click on it/them and click on Operate with QDocument in the Services menu. Refer to Figure 26. Figure A QDoc window will open with a list of selected file(s) under Plaintext files. To encrypt selected file(s) for YOURSELF only, select the Encrypt option and click OK. Refer to Figure To encrypt selected files for sharing with others, select the Encrypt for sharing option instead, and then follow Sections 4.1 and 4.2 to complete the sharing process. Figure 27 12

15 Section 3: Decryption 1. Similar to encryption, QDoc offers you two ways of decryption: folder(s) or individual file(s). For instructions on how to decrypt a folder(s), refer back to Step 3 in Using QDoc: Section 1.2 Secured Folders. For instructions on how to decrypt individual file(s), continue reading. 2. In your documents, select the file(s) that you want to decrypt. 3. After selecting the file(s), right click on it/them and click on Operate with QDocument in the Services menu. Refer to Figure 28. Figure A QDoc window will open with a list of your file(s) under Encrypted files. To decrypt your encrypted file(s), select the Decrypt option and click on OK. Refer to Figure Note that if your selected file(s) include both encrypted and plaintext files, they will be listed under two or three groups in the QDoc window: one for your plaintext files, one for your owned encrypted files, and one for your received encrypted files (not owned). In some editions, decryption does not apply to your received encrypted files. Figure 29 13

16 Section 4: Secure Sharing Section 4.1: Through attachment 1. When you select file(s) to be encrypted/decrypted with QDoc, there is also an option to share them securely. Follow the steps for encrypting/decrypting files, but instead of selecting the Encrypt or Decrypt option, select the Encrypt for sharing option. Refer to Figure After clicking OK, a Permission Control Panel window will open (refer back to Figure 18), prompting you to add your recipient(s) to the authorized user list for that file(s). Refer to Using QDoc Section 1.2: Secured Folders for a step by step instruction on how to add and remove users. Once your recipient(s) has been added, click Next. Figure 30 Figure A new window will pop up with different sharing options. Refer to Figure If you want to send your selected file(s) as an attachment(s), select Share by and then click Encrypt and Share. (Note: in order to use this feature, an client should be activated. If not, a later part will cover how to send them using your browser.) Your client will open and attach your now encrypted file(s) (if not encrypted before) to an with the recipient(s) automatically filled. Refer to Figure 32. All you need to do now is compose a message and press send. Figure 32 14

17 If you don t have an client, select Save to a Folder, and then click Encrypt and Share. Follow Steps in Section 4.2 and then attach the encrypted file(s) yourself to your in your browser. Section 4.2: Through a physical medium (e.g., USB) 1. QDoc also allows you to securely share your files through a physical medium (such as a portable USB Stick) by saving your selected file(s) to a folder. In Figure 31, select Save to a Folder and then click Encrypt and Share. A file explorer will appear. Choose a folder you want to save your file(s) in and click Open. Your file(s) has now been encrypted and transferred to the folder you chose earlier. Refer to Figure 33. Figure 33 15

18 Section 4.3: Through clouds and/or shared folders in clouds 1. QDoc also has a third option for secure sharing: sharing files through clouds and/or shared folders on a cloud drive. a) After you secure a cloud folder (such as Dropbox, Google Drive folder, One Drive, etc.) or a subfolder thereof, QDoc automatically creates a mirror drive for each of such cloud folders. The mirror drive and the corresponding cloud folder contain the same files and subfolders. Files and subfolders dropped in the mirror drive appear automatically in the corresponding cloud folder, and vice versa. If you secure a cloud folder, its mirror drive is secured at the same time. The same is true for their subfolders. Those mirror drives may be accessed by clicking Mirrored Cloud Folders in the main QDoc dropdown menu on the top right corner, as shown in Figure 34. b) To securely sync files/subfolders with your cloud and across your own devices, first follow the step by step instruction in Using QDoc Section 1.2: Secured Folders to secure the entire cloud folder or its subfolders, and then Figure 34 16

19 drop files into the mirror drive or its corresponding subfolders. Dropped files will be automatically encrypted before they are synced with your cloud provider thus ensuring 100% sensitive data encryption. c) To securely share files through a shared folder on a cloud drive with others, first create a secured folder on the cloud drive by following the step by step instruction in Using QDoc Section 1.2: Secured Folders. d) To add the people you want to share this secured folder with, you need to add them to your list of authorized users for that folder. Refer back to Using QDoc Section 1.2: Secured Folders for instructions on how to do this. Afterwards, share that folder with your desired users (that are already authorized users in QDoc) through the actual cloud drive. e) Once you have secured and shared the folder through QDoc and the cloud drive, respectively, you can now drop files into that folder in the corresponding mirror drive. Dropped files will be automatically encrypted before they are synced with your cloud provider servers and shared with your authorized users. 17

20 f) Depending on how you shared the folder in the cloud drive, all the users that have access to this secured folder could add files into the folder. Any file(s) that has/have been added to the folder is automatically encrypted. Section 4.4: Through any other channels such as imessage, shared links, etc. Once your selected files are encrypted with a list of authorized users through either a secured folder or Steps in Section 4.2, they can be shared with the authorized users through whatever channel you like, such as shared links, Skype, imessage, etc. No matter which way you select to share through, the sharing is secure with QDoc. 18

21 Section 5: Secured Inbound Folders 1. Clicking the Secured Inbound Folders item in the dropdown menu opens a Secured Inbound Folders window, which shows the folders that are secured using QDoc and newly shared with you through a cloud by other users. Refer to Figure 35. Figure Once another user ( Initiator ) secures a folder using QDoc on his/her device and shares it with you through a cloud, it will show up in the Secured Inbound Folders window on your device. Refer to Figure Unless you click Accept, that shared folder won t show up in your Secured Folders window; files you drop into that shared folder will be encrypted on Initiator s device instead. Refer to Figures 37.1 and After clicking Accept, that shared folder is also secured on your device and moves to your Secured Folders window; files you drop into that shared folder will be encrypted on your device before syncing and sharing. Refer to Figure If you do not wish to secure the shared folder on your device, click Decline on the bottom left. For your protection, it is recommended that you always click Accept. Figure 36 Figure 37.1 Figure 37.2 Figure 38 19

22 Section 6: Viewing Your List of Authorized Users Section 6.1: Authorized users for secured folders 1. To view the list of authorized users for a secured folder, highlight the secured folder by clicking on it in the Secured Folders window. The list of its authorized users will show under Authorized Users on the right side of the window. Refer to Figure 21 and Section 1.2: Secured Folders. Section 6.2: Authorized users for encrypted files 1. To view the list of the authorized users for your encrypted files, right click on the file(s) you want to see the list of authorized users for and click on Operate With QDocument. Refer to Figure 28. Figure A list of your encrypted files will show up, such as in Figure 29. To view the list of authorized users for an individual encrypted file, highlight the file by clicking on it. A pop up will open listing your authorized users for the file. Refer to Figure

23 Section 7: BicDroid QNote 1. BicDroid QNote is a quarantined note-taking system which memorizes and strongly safeguards all of your secrets and synchronizes them cross icloud. To access QNote, click on QNote in the main dropdown menu, as shown in Figure A QNote window will appear after clicking on the QNote item in the main drop down menu. QDocument will automatically detect and show all QNotes in icloud. Refer to Figure 41. Figure You can click on New button to create a new note. A window will pop up for the new note name. See Figure 42 for an example. 4. QNote provides a text search bar for titles, which help to organize when there are many notes. See the top left bar in Figure 41. Figure 41 Figure 42 21

24 Section 8: Help and Quit 1. The Help menu item contains five sub-menu items: About, License, Quick Start, Instruction Manual, FAQ. Refer to Figure By clicking on the About submenu item, you will be redirected to the Our Products page on the BicDroid website that gives you a more detailed description of QDocument. 3. By clicking on the License submenu item, you will be redirected to the License page on the BicDroid website. 4. By clicking on the Quick Start sub-menu item, you will be redirected to the quick start page of QDocument. 5. By clicking on the Instruction Manual sub-menu item, you will be redirected to a PDF of QDocument s user manual. 6. By clicking on FAQ sub-menu item, you will be redirected to the FAQ page on the BicDroid website. If your question isn t listed, feel free to contact us at support@bicdroid.com. 7. By clicking on the Quit menu item, you will quit QDocument. To access any of your encrypted files, you will have to re-launch QDocument and type in your verification code. Figure 43 22

25 Thank you for using BicDroid QDocument! Contact us: General information: Technical support: Business: 23